See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,417 | $80,717-63.6% | $154,803-81.0% | $84,808-65.3% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 17.38% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,848 | $2,761+3.2% | $4,305-33.8% | $2,631+8.3% |
| Participant deferral / active EE | $7,751 | $3,303+134.6% | $5,540+39.9% | $4,212+84.0% |
| Admin fee / account holder | $6,941 | $6,746+2.9% | $14,329-51.6% | $7,344-5.5% |